Unclaimed Profile

Eric Jon Munkeby

MY LEGACY ADVISORS, LLC·HOPKINS, Minnesota

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record18 years registeredMY LEGACY ADVISORS, LLC

6 - 10TH AVE N, HOPKINS, MN 55343CRD# 2117283Firm CRD# 290675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Jon Munkeby · HOPKINS, MN

Registration

CRD #2117283 · MY LEGACY ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ONEDIGITAL

Feb 2026 – present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Oct 2019 – Mar 2026

HOPKINS, MN

MY LEGACY ADVISORS, LLC

Nov 2017 – Feb 2020

HOPKINS, MN

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Nov 2017 – Nov 2017

HOPKINS, MN

SII INVESTMENTS, INC.

Oct 2007 – Nov 2017

HOPKINS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · October 4, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MY LEGACY ADVISORS, LLC

CRD 290675 · SEC 801-112049

AUM

$374M

Regulatory assets under management

Employees

445 client accounts

Services offered by MY LEGACY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MY LEGACY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Jon Munkeby offer?

Eric Jon Munkeby specializes in Financial Planning, Investment Management. Contact their office in HOPKINS, Minnesota for a consultation.

What are Eric Jon Munkeby's credentials?

Eric Jon Munkeby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Jon Munkeby located?

Eric Jon Munkeby is based in HOPKINS, Minnesota, working with MY LEGACY ADVISORS, LLC. Their office serves clients in the HOPKINS metropolitan area and surrounding communities.

How does Eric Jon Munkeby charge for services?

Eric Jon Munkeby's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MY LEGACY ADVISORS, LLC?

MY LEGACY ADVISORS, LLC has approximately 10 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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